Actions Single Dialogs Workspace

Use this workspace to control a user's access to individual functions in the Action menu of the workspaces to which the user has access.

For example, you may give a user access to enter information in the general ledger, but not allow the user to post the ledger. You can also control whether a user can change certain fields (for example, prices) and see certain information (for example, information about jobs that belong to other users).

You can also prevent a user from changing the prices and payment information transferred from the price list and customer information card when creating quotes, sales orders, and credit orders. You can also define whether the user is to have read and write access to jobs that are assigned to other users.

When you add a user in the Users workspace, none of the fields in this workspace are selected for that user.

For a user to use the actions listed in this workspace, You must also grant access to that user to changing information in the workspace in which the function in question can be selected. You grant access to changing information in the Groups workspace.